See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,524 | $74,927+106.2% | $101,794+51.8% | $84,808+82.2% |
| Participation rate | 38.8% | 61.4%-22.6pp | 69.2%-30.4pp | 68.3%-29.5pp |
| Annual return | 15.13% | 18.70%-3.6pp | 30.53%-15.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,141 | $1,522-25.0% | $2,289-50.1% | $2,631-56.6% |
| Participant deferral / active EE | $3,361 | $3,099+8.5% | $4,084-17.7% | $4,212-20.2% |
| Admin fee / account holder | $285 | $6,514-95.6% | $8,777-96.8% | $7,344-96.1% |